View more on these topics

Charles Stanley Direct launches clean/bundled fund calculator

Charles Stanley Direct has launched a calculator on its website which aims to show the difference between investing in clean and bundled funds.

The calculator has been launched today and requires investors to input their current annual management charge, initial investment amount, anticipated annual growth and the length of time they have been invested.

It also asks clients to put in the loyalty bonus given by their current direct platform.

The calculator will then show what returns they would get under their current deal and what they would get in clean pricing through Charles Stanley.

Charles Stanley Direct head Rob Hudson says: “We are hearing more and more about the death of the old direct platforms and discount broker model where large commissions were retained in exchange for small cash-backs or loyalty bonuses. We wish to support the learning process that many investors will need to go through, and are hence delighted with our latest online features.”

Charles Stanley calculator
Screen shot from Charles Stanley Direct website


Ian McKenna: Five ways an adviser can give clients digital access

A recurring theme in my columns this year has been to identify why it is so important for advisers to become the first digital point of contact for their clients. This week, in the first of a two-part analysis, I want to look at several options offered by Cofunds to create microsites for advisers’ customers. Having […]

Friends Life bows to pressure and publishes IP claims data for first time

Friends Life has bowed to pressure and published its income protection claims statistics for the first time. The insurer paid out 87 per cent of all new income protection claims in 2012, having received 497 claims. Of these, 45, or 9 per cent, were declined because the medical definition was not met with 18, or […]


Osborne warns Bank of England against hurting recovery

Chancellor George Osborne has warned the Bank of England not to undermine an economic recovery by blindly focusing on banking stability. The Financial Times reports the chancellor gave the warning as part of a letter to outgoing Bank governor Sir Mervyn King, who will be replaced by Bank of Canada governor Mark Carney in July. […]

Multi-asset view: Government bonds remain under pressure

Recent market confidence has been supported by evidence that the harsher fiscal regime is having a milder impact on the US economy than had been feared. The growth in employment has been better than expected, leading us to believe the world’s biggest economy is starting to respond to the billions of dollars of stimulus that […]


Guide: how to change your auto-enrolment support

As we approach the two-year milestone of auto-enrolment, employers have had the opportunity to truly assess the capabilities of their chosen support. They are also now realising that getting to the staging date was the easy part, and that support is required for almost every aspect of the day to day running of their scheme. With the three-year re-enrolment window coinciding for many with the total removal of commission and Active Member Discounts from pension-related products and services, as well as the introduction of the pension charge cap in April 2015, many employers will have no choice but to review their support options. But, what is involved in transitioning your auto-enrolment scheme away from your current support options? This guide from Johnson Fleming aims to outline some of these key areas and provide information and discussion points on what you need to consider.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm